Operating software for private equity
The firm and every portfolio company, in one hub.
Rivolk brings deals, boards, books, email and documents into one place for private equity firms and the businesses they back. Each company's data stays its own.
The hub
Everything your portfolio teams need
One sign in, one look, and the tools a deal team and its companies use every week.
CRM and deals
Contacts, companies and deals in one record, with the pipeline your team actually works.
Deal memos
Memos linked to the company and the deal, shared with outside guests to view, comment or edit.
Board meetings
Agendas, minutes, actions and papers, closed and frozen once the meeting is done.
Financials
Reports from Xero, projections, statements and weekly forecasts for every company.
Ledger
Double entry books for each company, kept inside the hub alongside everything else.
Gmail and Outlook mailboxes linked to the CRM, with AI views and automations.
Knowledge base and SOPs
Each company's documents and procedures, searchable, with written guides and video.
Hiring
Roles and applicants per company, with CVs filed and screened against the brief.
Key information
Renewals, filings, licences and reference records, so nothing lapses unnoticed.
How it works
Your hub, your brand, your data
A hub of your own
Every firm gets its own install, carrying its own name and look. Your team never sees anyone else's.
Each company kept apart
Portfolio companies sit side by side in the hub, with their records held separately and access set per person.
Connected to what you use
Email, calendars and accounting connect at setup, so the hub fills itself rather than waiting for data entry.
See it on your own portfolio
A short walk through the hub, set up around how your firm works.